The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 3 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Jessica Lessin: Meta is in serious talks to buy Google TPUs
“One, Meta is considering, and in very serious talks, over a billions of dollars, spending billions of dollars on TPUs in a future deal”
Lessin: Gemini and Anthropic Are Trained on TPUs Rather Than GPUs
“If that's true, then the top two coding models Gemini and Anthropic are trained on TPUs, not GPUs. And I think that's a really big deal.”
Lessin: Custom AI Chips Do Not Need to Match NVIDIA's Performance
“They make a mistake thinking that a TPU or a Tranium or from Amazon or something a company develops itself has to be as good as NVIDIA. It doesn't because NVIDIA's margin is so big. It can actually be a fraction of as good as NVIDIA and still cost effective.”